Productive

Invite clients to Productive for free and collaborate with them on tasks. Clients have very limited, filtered access to your account.

Inviting Clients to Productive

Client can see only limited information on the project they are a part of. Your data is safe. Clients see things on a need-to-know basis.

What Can a Client See after Joining Productive?

You can add clients to projects or remove them from projects. One client can collaborate on many projects in the same time.

Adding Clients To Projects

Manage client access and collaboration on projects in Productive, from task interaction to budget and timesheet visibility.

Managing Clients on a Project

Easily grant clients access to budgets and timesheets for real-time project updates. Control visibility with or without time approval.

Giving Clients Access to Budgets and Timesheets

Understand what clients can see on a budget in Productive, depending on your pricing plan and the permissions you set.

What Can a Client See On a Budget?

Invite clients, add them to projects, and choose what they can see.

Client Access

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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